Financial Independent advisor
3 weeks ago
Financial Independent Advisor Join to apply for the Financial Independent advisor role at Co-operators. Company CGIC Department Retail Sales Employment Type Full-Time Work Model Remote Language Requirements Bilingualism in English and French is required. The Opportunity We are a leading Canadian financial services co‑operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s why we prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with people that care passionately about you, our clients, and our communities. How You Will Create Impact Acquiring comprehensive knowledge of the client’s financial situation to create goal‑based investment and financial plans. Advising clients on estate planning to meet their needs and goals, in collaboration with internal and external resources. Providing quotes, upselling and/or cross‑selling other products and conducting front‑line risk assessment in accordance with underwriting guidelines. Cultivating, developing and maintaining community relationships to enhance the branch’s visibility and maximize new business opportunities. How You Will Succeed You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and allocate time and resources to effectively manage the sales portfolio. You successfully build plans focused on expanding market penetration and apply an innovative mindset to improve operational efficiencies, with a client centric lens. You have strong communication skills to influence or persuade others to adopt a specific course of action and can effectively facilitate mutually beneficial solutions. You facilitate the adoption of change and create a high‑performance culture through alignment of your team’s work with organizational goals. You use critical thinking to guide decision making and apply a strategic mindset to adjust business plans based on shifting priorities. To Join Our Team You are required to have a life insurance licence with the Autorité des marches financiers (AMF). You have 2 to 3 years of experience in life insurance sales and business development. You have a college or university degree in a related field. This role involves direct contact with clients and/or service providers in their environment. You have in-depth knowledge of life and wealth insurance products. Having strong underwriting skills is an asset. Proficiency in both English and French is essential to the main duties in this role, including servicing and communicating primarily with majority anglophone and francophone clients, groups, and teams. The essential non‑French duties are not assignable to adjacent or other team members. What You Need To Know You will travel regularly. You will be subject to a background check as a condition of employment, in the event you are the successful candidate. What’s in it for you? Training and development opportunities to grow your career. Opportunities to give back to your community. A competitive compensation package and benefits program. Seniority level Entry level Employment type Full-time Job function Finance and Sales #J-18808-Ljbffr
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Financial Independent advisor
3 weeks ago
Vaudreuil-Dorion, Canada Co-operators Full timeFinancial Independent Advisor Join to apply for the Financial Independent advisor role at Co-operators. Company CGIC Department Retail Sales Employment Type Full-Time Work Model Remote Language Requirements Bilingualism in English and French is required. The Opportunity We are a leading Canadian financial services co‑operative committed to being a catalyst...
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Remote Bilingual Financial Advisor
3 weeks ago
Vaudreuil-Dorion, Canada Co-operators Full timeA leading Canadian financial services co-operative is seeking a Financial Independent Advisor to create goal-based financial plans and advise clients on estate planning. This entry-level role requires a college or university degree, a life insurance licence, and 2-3 years of experience in insurance sales. Bilingualism in English and French is essential....
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Financial Advisor Pointe-claire
1 week ago
Vaudreuil-Dorion, Canada Scotiabank Full timeRequisition ID: 174288 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Financial Advisor - Pointe-Claire At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes...
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Associate Financial Advisor
7 days ago
Vaudreuil-Dorion, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
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Vaudreuil-Dorion, Canada RBC Full timeA leading financial institution is seeking a Financial Advisor in Vaudreuil-Dorion, Canada. This role involves fostering relationships with high-value clients, delivering personalized advice, and ensuring their diverse financial needs are met. The ideal candidate will possess sales experience in financial services and be bilingual in English and French. This...
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Associate Financial Advisor, Temporary
1 week ago
Vaudreuil-Dorion, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
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Financial Services Associate
5 days ago
Vaudreuil-Dorion, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
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Small Business Growth Advisor
3 weeks ago
Vaudreuil-Dorion, Canada Scotiabank Full timeA leading financial institution is seeking a Business Advisor in Vaudreuil-Dorion, QC. This role focuses on managing small business relationships, providing exceptional advice, and engaging with the local business community. Ideal candidates will have a strong customer-centric approach, excellent business development skills, and a background in business...
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Small Business Growth Advisor
3 weeks ago
Vaudreuil-Dorion, Canada Scotiabank Full timeA leading financial institution is seeking a Business Advisor in Vaudreuil-Dorion, QC. This role focuses on managing small business relationships, providing exceptional advice, and engaging with the local business community. Ideal candidates will have a strong customer-centric approach, excellent business development skills, and a background in business...
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Expert Banking Advisor
4 weeks ago
Vaudreuil-Dorion, Canada RBC Full timeJob Description Please note that successful candidates will be required to offer and maintain mobility between the branch locations listed in the "Job Available at Other Locations" section of this job posting. As part of RBC's commitment to providing exceptional client service and achieving its business objectives, the ability and willingness to travel or...
